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Inactive

Max Henry Diefenthaler

Simonet Financial Group, LLC

Kyle, TX

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Current Employers
Simonet Financial Group, Llc

1300 Dacy Lane Ste# 230, Kyle, TX 78640 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-18
  • TX RA
    APPROVED
    Since 2024-09-18

Branch Locations

1300 Dacy Lane Ste# 230, Kyle, TX 78640 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Giron Consulting Llc Conroe TX 03/2023 11/2023
Goodwin Management Austin TX 10/2019 09/2022
Simonet Financial Group Kyle TX 04/2024 Present
Transwestern Commercial Real Estate Austin TX 12/2017 10/2019
Lusa Holdings Llc Austin TX 03/2016 12/2017
Unemployed Austin TX 12/2023 03/2024
Unemployed Austin TX 10/2022 02/2023
  • 03/2023 → 11/2023
    Giron Consulting Llc
    Conroe, TX
  • 10/2019 → 09/2022
    Goodwin Management
    Austin, TX
  • 04/2024 → Present
    Simonet Financial Group
    Kyle, TX
  • 12/2017 → 10/2019
    Transwestern Commercial Real Estate
    Austin, TX
  • 03/2016 → 12/2017
    Lusa Holdings Llc
    Austin, TX
  • 12/2023 → 03/2024
    Unemployed
    Austin, TX
  • 10/2022 → 02/2023
    Unemployed
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-18
  • S65 Uniform Investment Adviser Law Examination
    2024-09-18

View on SEC IAPD

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STRATEGIC FINANCIAL CONCEPTS, LLC · Kyle, TX
CWM, LLC · Kyle, TX
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